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Schwab US Mid-Cap ETF

968 hedge funds and large institutions have $8.44B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 349 increasing their positions, 360 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $8.13B → $8.44B (+$311M)

3% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 360

Holders
968
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Castle Wealth Management
Florida
$496K
CA
627
Continuum Advisory
Idaho
$495K
LFAS
628
Level Four Advisory Services
Texas
$493K
VH
629
Visionary Horizons
Tennessee
$493K
GCA
630
Genesee Capital Advisors
New York
$493K
RZH
631
Relyea Zuckerberg Hanson
Connecticut
$489K
BRWA
632
B. Riley Wealth Advisors
Florida
$487K
P
633
&Partners
Tennessee
$485K
FFS
634
Flavin Financial Services
Florida
$484K
BFG
635
Berger Financial Group
Minnesota
$475K
EFH
636
Eaton Financial Holdings
Florida
$465K
MCA
637
Millennium Capital Advisors
Arkansas
$458K
RFA
638
Resurgent Financial Advisors
Georgia
$456K
PTC
639
Private Trust Company
Ohio
$454K
WIA
640
World Investment Advisors
California
$454K
BCA
641
Bay Colony Advisors
Massachusetts
$452K
BAM
642
Bosun Asset Management
Illinois
$451K
AIM
643
Acropolis Investment Management
Missouri
$451K
WF
644
Whelan Financial
California
$450K
Comerica Bank
645
Comerica Bank
Texas
$448K
LCM
646
Liberty Capital Management
Michigan
$448K
MWM
647
Mission Wealth Management
California
$447K
Northern Trust
648
Northern Trust
Illinois
$445K
GG
649
Greenwood Gearhart
Arkansas
$444K
CIS
650
Continental Investors Services
Washington
$438K